+87.1%
DOCN vs CPAY
+68.7%
+18.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.3% |
| 7D | -12.1% | +13.1% | -25.2% | -19.8% |
| 30D | -41.0% | +15.5% | -56.5% | -47.1% |
| 3M | -38.7% | +14.7% | -53.4% | -45.3% |
| 6M | -51.5% | +33.6% | -85.1% | -62.1% |
| YTD | +65.3% | +52.7% | +12.5% | +12.5% |
| 1Y | +53.9% | +63.5% | -9.6% | -1.5% |
| 3Y | +215.6% | +98.8% | +116.8% | +63.5% |
| 5Y | -26.2% | +88.6% | -114.7% | -60.8% |
| All | +87.1% | +68.7% | +18.4% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CPAY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling